Who holds SREticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

SEMPRA · COM · quarter ended 2026-03-31 · 14 members disclosed SRE ↗

983

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$51.3B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

511

addsholders whose share count rose or who opened the position (new + add), by shares

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of SRE ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$5.8B	59,911,827	+2,428,188	add
2	WELLINGTON MANAGEMENT GROUP LLP	$4.5B	46,135,422	−508,103	trim
3	VANGUARD CAPITAL MANAGEMENT LLC	$4.1B	42,406,476	—	no prior
4	STATE STREET CORP	$3.6B	37,302,515	+492,066	add
5	VANGUARD PORTFOLIO MANAGEMENT LLC	$2.7B	28,017,688	—	no prior
6	MORGAN STANLEY	$2.4B	24,349,232	+2,019,141	add
7	Capital International Investors	$1.8B	18,754,548	−33,023,155	trim
8	FMR LLC	$1.8B	18,565,102	+320,195	add
9	GEODE CAPITAL MANAGEMENT, LLC	$1.4B	14,687,957	+389,112	add
10	Newport Trust Company, LLC	$1.1B	11,229,015	−486,935	trim
11	Invesco Ltd.	$1.0B	10,565,095	+274,016	add
12	BANK OF AMERICA CORP /DE/	$1.0B	10,385,174	+1,441,981	add
13	FRANKLIN RESOURCES INC	$968M	9,964,394	+931,305	add
14	DEUTSCHE BANK AG\	$907M	9,329,490	+167,415	add
15	NORTHERN TRUST CORP	$643M	6,614,733	+5,646	add
16	Legal & General Group Plc	$595M	6,120,329	−129,739	trim
17	Clearbridge Investments, LLC	$561M	5,776,308	−250,585	trim
18	Capital Research Global Investors	$514M	5,286,599	+4,486,599	add
19	Bank of New York Mellon Corp	$490M	5,045,825	−12,925	trim
20	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$483M	4,966,865	−116,239	trim
21	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$454M	4,673,880	+175,924	add
22	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$429M	4,413,656	+833,672	add
23	Pictet Asset Management Holding SA	$414M	4,264,987	+14,258	add
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$406M	4,182,694	+109,034	add
25	VANGUARD FIDUCIARY TRUST CO	$357M	3,673,798	—	no prior
26	BAHL & GAYNOR INC	$330M	3,395,158	−58,864	trim
27	Perpetual Ltd	$295M	3,039,155	−169,725	trim
28	National Pension Service	$292M	3,006,032	+3,006,032	new
29	UBS Group AG	$287M	2,957,557	+87,579	add
30	Nuveen, LLC	$270M	2,780,549	−915,209	trim
31	HSBC HOLDINGS PLC	$237M	2,436,960	−2,529,986	trim
32	Magellan Asset Management Ltd	$219M	2,258,369	+91,519	add
33	WELLS FARGO & COMPANY/MN	$218M	2,241,673	+512,734	add
34	MILLENNIUM MANAGEMENT LLC	$213M	2,196,601	−270,549	trim
35	Mitsubishi UFJ Trust & Banking Corp	$212M	2,183,861	−119,511	trim
36	JENNISON ASSOCIATES LLC	$205M	2,112,069	−44,287	trim
37	DIMENSIONAL FUND ADVISORS LP	$204M	2,096,382	+52,107	add
38	Capital World Investors	$203M	2,088,465	+2,088,465	new
39	DUFF & PHELPS INVESTMENT MANAGEMENT CO	$203M	2,086,667	+2,086,667	new
40	REAVES W H & CO INC	$201M	2,068,019	−72,376	trim
41	Swiss National Bank	$186M	1,915,400	+127,400	add
42	BALYASNY ASSET MANAGEMENT L.P.	$176M	1,808,706	+1,015,309	add
43	ANTIPODES PARTNERS Ltd	$167M	1,722,592	+121,007	add
44	Mitsubishi UFJ Asset Management Co., Ltd.	$166M	1,709,381	+118,683	add
45	BANK OF MONTREAL /CAN/	$162M	1,662,356	+822,721	add
46	PRINCIPAL FINANCIAL GROUP INC	$159M	1,632,683	−55,601	trim
47	BARCLAYS PLC	$157M	1,614,623	+541,836	add
48	BROOKFIELD Corp /ON/	$156M	1,610,550	−312,974	trim
49	Amundi	$154M	1,588,184	−76,925	trim
50	ADAGE CAPITAL PARTNERS GP, L.L.C.	$150M	1,546,170	−208,200	trim
51	ROYAL BANK OF CANADA	$148M	1,522,855	+79,147	add
52	Sumitomo Mitsui Trust Group, Inc.	$139M	1,425,699	−69,018	trim
53	Vanguard Global Advisers, LLC	$139M	1,425,616	—	no prior
54	Merewether Investment Management, LP	$137M	1,412,788	−134,344	trim
55	Energy Income Partners, LLC	$130M	1,342,678	+19,902	add
56	ENVESTNET ASSET MANAGEMENT INC	$128M	1,316,599	+73,415	add
57	HighTower Advisors, LLC	$127M	1,304,989	+20,019	add
58	CITADEL ADVISORS LLC	$123M	1,264,633	+395,879	add
59	Voss Capital, LP	$122M	1,255,000	+1,255,000	new
60	VANGUARD ASSET MANAGEMENT, Ltd	$119M	1,226,979	—	no prior
61	Empower Advisory Group, LLC	$119M	1,221,072	+36,887	add
62	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$118M	1,209,412	+1,209,412	new
63	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$113M	1,158,276	−67,906	trim
64	AVIVA PLC	$108M	1,106,615	+21,129	add
65	AMERIPRISE FINANCIAL INC	$97.6M	1,006,969	−182,990	trim
66	AQR CAPITAL MANAGEMENT LLC	$97.6M	1,010,188	+792,821	add
67	JUPITER ASSET MANAGEMENT LTD	$97.3M	1,001,487	+1,001,487	new
68	RAYMOND JAMES FINANCIAL INC	$96.0M	988,043	+19,463	add
69	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$95.3M	981,261	−386,825	trim
70	Aberdeen Group plc	$93.9M	965,969	+37,830	add
71	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$90.7M	933,604	−7,732	trim
72	PRUDENTIAL FINANCIAL INC	$80.3M	826,495	+242,819	add
73	TD Waterhouse Canada Inc.	$78.7M	808,686	+295,533	add
74	KAYNE ANDERSON CAPITAL ADVISORS LP	$75.4M	776,402	−181,876	trim
75	BANK OF NOVA SCOTIA	$75.1M	772,584	+482,198	add
76	LPL Financial LLC	$74.2M	764,004	−2,787	trim
77	CITIGROUP INC	$73.7M	758,354	−126,108	trim
78	Zimmer Partners, LP	$68.0M	699,600	−709,700	trim
79	Ensign Peak Advisors, Inc	$66.5M	684,502	−18,112	trim
80	D. E. Shaw & Co., Inc.	$65.4M	672,770	+627,331	add
81	NATIONAL BANK OF CANADA /FI/	$61.8M	635,499	+87,557	add
82	Vanguard Investments Australia, Ltd.	$61.6M	634,159	—	no prior
83	Maryland State Retirement & Pension System	$60.4M	622,014	−25,735	trim
84	M&G Plc	$60.3M	621,499	−141,718	trim
85	Point72 Asset Management, L.P.	$60.1M	618,059	+618,059	new
86	GROUPAMA ASSET MANAGMENT	$58.5M	602,468	−663	trim
87	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$57.0M	587,046	+587,046	new
88	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$56.9M	586,026	0	no change
89	ALLIANCEBERNSTEIN L.P.	$56.5M	640,366	−14,095	trim
90	Freestone Grove Partners LP	$56.0M	576,205	+263,892	add
91	Hudson Bay Capital Management LP	$55.6M	571,846	+55,404	add
92	DANSKE BANK A/S	$55.4M	570,323	+22,856	add
93	Munich Reinsurance Co Stock Corp in Munich	$54.0M	555,569	−175,681	trim
94	AMF Tjanstepension AB	$53.1M	546,238	+23,972	add
95	Rockefeller Capital Management L.P.	$52.1M	536,077	+35,805	add
96	Capital International, Inc./CA/	$50.8M	523,166	−291,263	trim
97	Corient Private Wealth LLC	$49.4M	509,986	−526,350	trim
98	BNP Paribas Asset Management Holding S.A.	$48.8M	502,466	+53,224	add
99	TD ASSET MANAGEMENT INC	$48.2M	496,546	+19,398	add
100	Qube Research & Technologies Ltd	$47.9M	493,033	+493,033	new
101	SEI INVESTMENTS CO	$47.1M	484,646	+24,533	add
102	SCHRODER INVESTMENT MANAGEMENT GROUP	$45.9M	475,603	+228,974	add
103	ROYAL LONDON ASSET MANAGEMENT LTD	$45.0M	463,010	0	no change
104	Zurcher Kantonalbank (Zurich Cantonalbank)	$43.7M	449,792	+449,792	new
105	Zurich Insurance Group Ltd/FI	$43.6M	448,352	+18,028	add
106	CAMBIAR INVESTORS LLC	$42.3M	435,431	−2,824	trim
107	1832 Asset Management L.P.	$42.1M	433,150	−141,033	trim
108	CANADA PENSION PLAN INVESTMENT BOARD	$41.7M	429,493	0	no change
109	DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	$41.2M	424,096	+9,419	add
110	MACQUARIE GROUP LTD	$41.0M	422,102	−20,227	trim
111	ASSETMARK, INC	$40.2M	413,801	−6,509	trim
112	WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC	$39.4M	402,350	−2,615	trim
113	KLP KAPITALFORVALTNING AS	$37.0M	378,224	+10,900	add
114	Compagnie Lombard Odier SCmA	$36.6M	376,846	−16,267	trim
115	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$36.0M	370,823	+314,823	add
116	Swedbank AB	$35.8M	368,080	0	no change
117	STIFEL FINANCIAL CORP	$35.4M	364,811	+3,863	add
118	GW HENSSLER & ASSOCIATES LTD	$35.0M	360,533	+4,665	add
119	TODD ASSET MANAGEMENT LLC	$34.7M	357,558	−3,237	trim
120	STATE OF WISCONSIN INVESTMENT BOARD	$34.0M	349,507	+11,585	add
121	ZWJ INVESTMENT COUNSEL INC	$32.7M	336,588	+15,443	add
122	Universal- Beteiligungs- und Servicegesellschaft mbH	$32.6M	335,742	−3,929	trim
123	Janus Henderson Group Ltd.	$32.0M	328,845	+249,957	add
124	APG Asset Management N.V.	$31.7M	376,394	−8,448	trim
125	Chevy Chase Trust Holdings, LLC	$31.3M	321,847	−9,368	trim
126	Trexquant Investment LP	$30.2M	311,052	+156,388	add
127	Jefferies Financial Group Inc.	$30.1M	310,028	−69,432	trim
128	Asset Management One Co., Ltd.	$29.3M	301,738	−178	trim
129	FIRST TRUST ADVISORS LP	$28.8M	296,698	−371,560	trim
130	Bank Julius Baer & Co. Ltd, Zurich	$28.6M	295,084	−9,729	trim
131	Aventail Capital Group, LP	$28.5M	293,678	+186,769	add
132	HENNESSY ADVISORS INC	$27.1M	279,380	+7,800	add
133	DnB Asset Management AS	$26.5M	272,604	+17,774	add
134	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$26.4M	272,022	−3,097	trim
135	Korea Investment CORP	$26.4M	271,590	−106,205	trim
136	NOMURA ASSET MANAGEMENT CO LTD	$24.1M	247,794	+11,869	add
137	Woodbridge CO LTD	$23.7M	244,000	0	no change
138	Creative Planning	$23.1M	237,325	+86,647	add
139	Federation des caisses Desjardins du Quebec	$22.8M	235,092	+29,447	add
140	Tredje AP-fonden	$22.2M	228,712	+228,712	new
141	CREDIT AGRICOLE S A	$22.2M	228,358	−31,487	trim
142	Quantinno Capital Management LP	$21.8M	224,434	+38,743	add
143	Cetera Investment Advisers	$21.7M	223,731	−5,903	trim
144	TORONTO DOMINION BANK	$21.7M	223,568	−23,659	trim
145	State of New Jersey Common Pension Fund D	$21.7M	222,811	0	no change
146	VICTORY CAPITAL MANAGEMENT INC	$21.1M	217,460	−97,202	trim
147	Allspring Global Investments Holdings, LLC	$20.7M	212,027	−14,131	trim
148	Resona Asset Management Co.,Ltd.	$20.3M	209,133	+3,468	add
149	OPPENHEIMER ASSET MANAGEMENT INC.	$19.9M	205,190	+1,086	add
150	Lansforsakringar Fondforvaltning AB (publ)	$19.9M	204,457	−150	trim
151	AIA Group Ltd	$19.7M	202,622	+99,246	add
152	Verition Fund Management LLC	$19.1M	196,739	+53,278	add
153	Nippon Life Global Investors Americas, Inc.	$18.4M	188,630	+181,710	add
154	PUBLIC SECTOR PENSION INVESTMENT BOARD	$18.0M	185,728	+19,466	add
155	AE Wealth Management LLC	$17.7M	182,573	+13,908	add
156	FIFTH THIRD BANCORP	$17.7M	182,132	+142,064	add
157	Cinctive Capital Management LP	$17.6M	181,254	−110,847	trim
158	Arizona State Retirement System	$17.4M	178,860	−5,305	trim
159	Weiss Asset Management LP	$17.3M	178,510	+162,949	add
160	Czech National Bank	$17.3M	177,755	+5,653	add
161	JANE STREET GROUP, LLC	$16.8M	172,680	+137,462	add
162	&PARTNERS	$16.7M	171,720	+22,507	add
163	STATE OF MICHIGAN RETIREMENT SYSTEM	$16.6M	170,520	−400	trim
164	CIBC Asset Management Inc	$16.4M	169,187	+2,722	add
165	Cerity Partners LLC	$16.2M	166,939	+31,441	add
166	FOUNDATIONS INVESTMENT ADVISORS, LLC	$16.2M	166,792	+18,887	add
167	IFM Investors Pty Ltd	$16.0M	164,392	−16,364	trim
168	Investment Management Corp of Ontario	$15.8M	162,565	+107,367	add
169	STOREBRAND ASSET MANAGEMENT AS	$15.2M	156,018	—	no prior
170	AMERICAN CENTURY COMPANIES INC	$15.1M	155,591	−47,863	trim
171	ProShare Advisors LLC	$14.9M	153,163	−30,674	trim
172	MetLife Investment Management, LLC	$14.8M	152,504	−3,958	trim
173	Varma Mutual Pension Insurance Co	$14.6M	150,500	−5,000	trim
174	US BANCORP \DE\	$14.2M	146,627	+748	add
175	Carnegie Investment Counsel	$14.1M	167,391	+22,408	add
176	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$14.0M	144,250	−320,822	trim
177	Gotham Asset Management, LLC	$14.0M	143,990	+121,040	add
178	ALLIANZ SE	$13.5M	139,119	+17,929	add
179	Retirement Systems of Alabama	$13.5M	138,602	−246	trim
180	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$13.4M	137,489	+111,688	add
181	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$13.2M	136,305	+1,794	add
182	XPONANCE LLC	$12.8M	131,590	+14,325	add
183	Woodline Partners LP	$12.4M	127,839	+16,484	add
184	CIBC Bancorp USA Inc.	$12.3M	127,065	—	no prior
185	Man Group plc	$12.3M	126,914	−45,448	trim
186	Mirae Asset Global Investments Co., Ltd.	$12.2M	125,813	+23,161	add
187	Eurizon Capital SGR S.p.A.	$12.1M	124,400	−3,585	trim
188	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$12.0M	123,409	+13,009	add
189	Daiwa Securities Group Inc.	$11.9M	122,101	+6,136	add
190	Ethic Inc.	$11.8M	120,976	−3,769	trim
191	Dakota Wealth Management	$11.6M	119,456	+8,842	add
192	BCWM, LLC	$11.6M	119,464	−28,012	trim
193	NISA INVESTMENT ADVISORS, LLC	$11.3M	115,592	−9,299	trim
194	TEACHER RETIREMENT SYSTEM OF TEXAS	$11.3M	116,248	−1,121	trim
195	Socorro Asset Management LP	$11.2M	115,679	−18,233	trim
196	Mariner, LLC	$10.8M	111,503	+33,613	add
197	Sanctuary Advisors, LLC	$10.8M	110,733	−54,371	trim
198	SOROS FUND MANAGEMENT LLC	$10.5M	108,570	−287,949	trim
199	Swiss Life Asset Management Ltd	$10.5M	108,040	+11,477	add
200	JCP Investment Management, LLC	$10.4M	106,400	+106,400	new
201	Utah Retirement Systems	$10.3M	106,129	−1,643	trim
202	USS Investment Management Ltd	$10.3M	105,974	0	no change
203	OSAIC HOLDINGS, INC.	$10.2M	105,179	−16,922	trim
204	ASR Vermogensbeheer N.V.	$10.2M	104,776	+3,643	add
205	VOYA INVESTMENT MANAGEMENT LLC	$10.1M	104,156	+964	add
206	NEOS Investment Management LLC	$9.8M	101,075	+4,534	add
207	SIR Capital Management, L.P.	$9.7M	100,255	+100,255	new
208	Sagefield Capital LP	$9.6M	99,132	−48,320	trim
209	Sumitomo Mitsui DS Asset Management Company, Ltd	$9.6M	99,044	+6,260	add
210	FIRST MANHATTAN CO. LLC.	$9.5M	97,326	−2,050	trim
211	Susquehanna Portfolio Strategies, LLC	$9.5M	97,826	+800	add
212	Rakuten Investment Management, Inc.	$9.4M	96,865	+11,014	add
213	GUGGENHEIM CAPITAL LLC	$9.2M	94,312	+4,578	add
214	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$9.1M	91,456	−32,383	trim
215	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$9.0M	92,372	+205	add
216	COMMONWEALTH EQUITY SERVICES, LLC	$9.0M	92,189	−25,618	trim
217	American Assets Investment Management, LLC	$8.9M	92,000	0	no change
218	Capital International Sarl	$8.9M	91,475	−62,992	trim
219	INTACT INVESTMENT MANAGEMENT INC.	$8.6M	88,700	+19,700	add
220	MERCER GLOBAL ADVISORS INC /ADV	$8.5M	87,191	+10,263	add
221	MACKENZIE FINANCIAL CORP	$8.4M	86,574	+6,050	add
222	TRUIST FINANCIAL CORP	$8.3M	85,439	−2,311	trim
223	Qsemble Capital Management, LP	$8.2M	84,736	+84,736	new
224	NISSAY ASSET MANAGEMENT CORP /JAPAN	$8.1M	83,742	+1,195	add
225	NATIXIS	$8.1M	83,279	+62,308	add
226	Candriam S.C.A.	$8.0M	82,751	−1,374	trim
227	B. Metzler seel. Sohn & Co. AG	$8.0M	81,857	−17,228	trim
228	MAI Capital Management	$7.8M	80,385	+14,680	add
229	Elo Mutual Pension Insurance Co	$7.6M	78,660	+12,795	add
230	Vanguard Personalized Indexing Management, LLC	$7.5M	77,465	+6,541	add
231	Metis Global Partners, LLC	$7.5M	76,908	−644	trim
232	AGF MANAGEMENT LTD	$7.4M	76,212	+2,505	add
233	YOUSIF CAPITAL MANAGEMENT, LLC	$7.4M	75,974	−2,775	trim
234	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$7.3M	74,720	0	no change
235	Generali Asset Management SPA SGR	$7.1M	72,703	−2,035	trim
236	CIBC WORLD MARKET INC.	$7.0M	72,327	+497	add
237	Robeco Institutional Asset Management B.V.	$6.9M	71,227	+40,911	add
238	Buck Wealth Strategies, LLC	$6.9M	71,144	+1,980	add
239	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$6.9M	70,650	+70,650	new
240	Aptus Capital Advisors, LLC	$6.8M	70,414	−1,225	trim
241	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$6.7M	69,410	−660	trim
242	CAPITAL INTERNATIONAL LTD /CA/	$6.6M	67,973	−19,325	trim
243	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC	$6.5M	67,266	+67,266	new
244	Walleye Capital LLC	$6.5M	67,248	+898	add
245	OP Asset Management Ltd	$6.3M	65,260	—	no prior
246	PRUDENTIAL PLC	$6.3M	64,346	0	no change
247	WORLDQUANT MILLENNIUM ADVISORS LLC	$6.2M	64,118	+58,152	add
248	Pathstone Holdings, LLC	$6.2M	63,327	+5,619	add
249	SevenBridge Financial Group, LLC	$6.2M	66,670	+1,101	add
250	Meiji Yasuda Asset Management Co Ltd.	$6.1M	62,926	−2,693	trim
251	AIGEN INVESTMENT MANAGEMENT, LP	$6.0M	62,030	+62,030	new
252	Sequoia Financial Advisors, LLC	$6.0M	61,809	+3,662	add
253	COMMERCE BANK	$5.8M	59,313	+2,714	add
254	Focus Partners Wealth	$5.7M	58,624	+10,328	add
255	UniSuper Management Pty Ltd	$5.5M	57,054	−788	trim
256	Canada Post Corp Registered Pension Plan	$5.5M	56,469	−11,493	trim
257	Oak Grove Capital LLC	$5.4M	55,400	+2,000	add
258	Empowered Funds, LLC	$5.3M	54,979	+54,979	new
259	CCG WEALTH MANAGEMENT, LLC	$5.3M	54,142	+6,188	add
260	Rafferty Asset Management, LLC	$5.1M	52,822	−19,053	trim
261	MEYER HANDELMAN CO	$5.1M	52,673	−275	trim
262	EP Wealth Advisors, LLC	$5.1M	52,664	+1,406	add
263	ABN AMRO INVESTMENT SOLUTIONS	$4.9M	50,767	+7,826	add
264	Alyeska Investment Group, L.P.	$4.9M	49,929	−250,739	trim
265	Jain Global LLC	$4.8M	49,622	+49,622	new
266	Skandinaviska Enskilda Banken AB (publ)	$4.8M	49,500	+24,750	add
267	FINANCIAL ADVISORY PARTNERS, LLC	$4.7M	48,458	−325	trim
268	Capital Group Private Client Services, Inc.	$4.7M	48,337	−69,136	trim
269	Parcion Private Wealth LLC	$4.7M	48,156	−144	trim
270	Werlinich Asset Management, LLC	$4.6M	47,800	−6,000	trim
271	FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.	$4.6M	47,674	+10,423	add
272	Geneos Wealth Management Inc.	$4.6M	47,666	−3,758	trim
273	Kingsview Wealth Management, LLC	$4.6M	47,122	+69	add
274	Pure Financial Advisors, LLC	$4.5M	46,724	−52	trim
275	Wealthfront Advisers LLC	$4.3M	44,591	+7,169	add
276	Cresset Asset Management, LLC	$4.2M	42,722	−78,841	trim
277	Norinchukin Bank, The	$4.2M	43,081	+116	add
278	Tidal Investments LLC	$4.2M	43,033	+30,384	add
279	INDEPENDENT FINANCIAL GROUP, LLC	$4.1M	42,250	—	no prior
280	Third View Private Wealth, LLC	$4.1M	41,947	+3,613	add
281	Machina Capital S.A.S.	$4.0M	41,575	+41,575	new
282	MML INVESTORS SERVICES, LLC	$4.0M	41,370	−4,849	trim
283	Crossmark Global Holdings, Inc.	$3.9M	40,621	—	no prior
284	TWO SIGMA INVESTMENTS, LP	$3.9M	40,585	−2,715	trim
285	OPPENHEIMER & CO INC	$3.9M	40,014	+6,277	add
286	AG2R LA MONDIALE GESTION D'ACTIFS	$3.9M	39,722	+10,371	add
287	MIZUHO SECURITIES USA LLC	$3.8M	39,458	−8,066	trim
288	D.A. DAVIDSON & CO.	$3.7M	38,499	+19	add
289	NORDEA INVESTMENT MANAGEMENT AB	$3.7M	38,576	+415	add
290	M&T BANK CORP	$3.6M	37,412	−405	trim
291	Dai-ichi Life Insurance Company, Ltd	$3.6M	37,265	+6,377	add
292	HARTFORD INVESTMENT MANAGEMENT CO	$3.6M	37,145	−594	trim
293	Harrison Street Private Wealth LLC	$3.6M	37,110	—	no prior
294	BLAIR WILLIAM & CO/IL	$3.6M	37,040	+2,575	add
295	LAZARD ASSET MANAGEMENT LLC	$3.6M	37,026	+10,766	add
296	Prospera Financial Services Inc	$3.6M	36,693	−3,155	trim
297	Assenagon Asset Management S.A.	$3.5M	36,263	+14,055	add
298	Watchtower Advisors, LP	$3.5M	35,666	+35,666	new
299	WESTWOOD HOLDINGS GROUP INC	$3.4M	35,022	+2,331	add
300	CWM, LLC	$3.4M	34,918	+7,076	add
301	KEYBANK NATIONAL ASSOCIATION/OH	$3.4M	34,893	+1,695	add
302	Caprock Group, LLC	$3.3M	33,878	+89	add
303	MITCHELL & PAHL PRIVATE WEALTH, LLC	$3.1M	31,595	+1,395	add
304	Vestmark Advisory Solutions, Inc.	$3.1M	31,581	−6,626	trim
305	Orion Porfolio Solutions, LLC	$3.1M	31,517	−15,157	trim
306	HOHIMER WEALTH MANAGEMENT, LLC	$3.0M	30,947	−34,333	trim
307	Allianz Asset Management GmbH	$3.0M	30,598	−3,751	trim
308	BENJAMIN EDWARDS INC	$2.9M	29,635	+2,130	add
309	INTECH INVESTMENT MANAGEMENT LLC	$2.9M	29,349	+16,570	add
310	Hennion & Walsh Asset Management, Inc.	$2.8M	29,118	+1,576	add
311	Lombard Odier Asset Management (Switzerland) SA	$2.7M	28,005	+9,874	add
312	BANQUE PICTET & CIE SA	$2.7M	27,893	+27,893	new
313	Diversified Trust Co	$2.7M	27,828	+22,541	add
314	Equitable Holdings, Inc.	$2.7M	30,310	+26,058	add
315	Cullen Capital Management, LLC	$2.7M	27,428	+2,978	add
316	Vident Advisory, LLC	$2.6M	27,233	+3,178	add
317	MidFirst Bank	$2.6M	27,127	−4,314	trim
318	FIL Ltd	$2.6M	27,057	+18,231	add
319	MUFG Securities EMEA plc	$2.6M	26,779	−25,000	trim
320	FRG Family Wealth Advisors LLC	$2.6M	26,376	−5,740	trim
321	EVOKE WEALTH, LLC	$2.6M	26,165	+650	add
322	NewEdge Wealth, LLC	$2.6M	26,290	−6,042	trim
323	Texas Yale Capital Corp.	$2.4M	25,166	0	no change
324	PANAGORA ASSET MANAGEMENT INC	$2.4M	25,152	0	no change
325	ABS Direct Equity Fund LLC	$2.4M	25,000	+25,000	new
326	Atria Investments, Inc	$2.4M	24,817	−10,621	trim
327	Independent Solutions Wealth Management, LLC	$2.4M	24,672	−526	trim
328	NewEdge Advisors, LLC	$2.4M	24,549	+24,549	new
329	Lido Advisors, LLC	$2.4M	24,193	+3,666	add
330	XTX Topco Ltd	$2.4M	24,308	−2,959	trim
331	LAZARI CAPITAL MANAGEMENT, INC.	$2.4M	24,302	+2	add
332	Saudi Central Bank	$2.3M	24,091	+24,091	new
333	J. Safra Sarasin Holding AG	$2.3M	24,074	+414	add
334	Orin Green Financial, LLC	$2.3M	23,939	+23,939	new
335	FLPUTNAM INVESTMENT MANAGEMENT CO	$2.3M	23,835	+23,835	new
336	Perigon Wealth Management, LLC	$2.3M	23,220	−152	trim
337	FOUNDERS FINANCIAL SECURITIES LLC	$2.2M	22,527	−1,494	trim
338	Callan Family Office, LLC	$2.2M	23,058	−403	trim
339	Mutual Advisors, LLC	$2.2M	22,900	+1,855	add
340	Alaethes Wealth, LLC	$2.2M	22,737	+15,811	add
341	TOKIO MARINE ASSET MANAGEMENT CO LTD	$2.2M	22,633	0	no change
342	HIMENSION CAPITAL (SINGAPORE) PTE. LTD.	$2.2M	22,417	−1,425	trim
343	PROFUND ADVISORS LLC	$2.2M	22,269	−10,126	trim
344	Concurrent Investment Advisors, LLC	$2.1M	22,118	−3,867	trim
345	EFG International AG	$2.1M	22,112	−1,797	trim
346	Merit Financial Group, LLC	$2.1M	21,871	+7,546	add
347	Summit Trail Advisors, LLC	$2.1M	21,451	+6,854	add
348	Banque Cantonale Vaudoise	$2.1M	21,386	+488	add
349	WESTPAC BANKING CORP	$2.1M	21,278	+21,278	new
350	Advisor Resource Council	$2.1M	21,181	−2,383	trim
351	Empirical Finance, LLC	$2.1M	21,168	−18	trim
352	MKT Advisors LLC	$2.0M	20,799	−137	trim
353	Tower Research Capital LLC (TRC)	$2.0M	21,005	+11,369	add
354	HB Wealth Management, LLC	$2.0M	20,916	+3,401	add
355	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$2.0M	20,885	+32	add
356	Petix & Botte Co	$2.0M	—	—	unclassified
357	CHOREO, LLC	$2.0M	20,344	+1,163	add
358	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$2.0M	20,450	+3,470	add
359	Laird Norton Wetherby Trust Company, LLC	$2.0M	19,946	+207	add
360	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$1.9M	20,033	−47	trim
361	CHILTON CAPITAL MANAGEMENT LLC	$1.9M	19,832	−1,427	trim
362	Stablepoint Partners, LLC	$1.9M	19,762	−758	trim
363	Financial Alternatives, Inc	$1.9M	19,758	+3,557	add
364	GREENWOOD CAPITAL ASSOCIATES LLC	$1.9M	19,418	+292	add
365	North Dakota State Investment Board	$1.8M	18,910	−3,477	trim
366	Spinnaker Investment Group, LLC	$1.8M	18,897	−134	trim
367	Advisors Asset Management, Inc.	$1.8M	18,732	−3,073	trim
368	Enhancing Capital LLC	$1.8M	18,600	0	no change
369	MOODY NATIONAL BANK TRUST DIVISION	$1.8M	18,263	−308	trim
370	SPIREPOINT PRIVATE CLIENT, LLC	$1.8M	18,113	−127	trim
371	MUFG SECURITIES AMERICAS INC.	$1.8M	18,060	+477	add
372	Meiji Yasuda Life Insurance Co	$1.7M	17,951	0	no change
373	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$1.7M	17,928	+17,928	new
374	Dynamic Advisor Solutions LLC	$1.7M	17,832	+72	add
375	Kestra Advisory Services, LLC	$1.7M	17,822	+5,240	add
376	SECURIAN ASSET MANAGEMENT, INC	$1.7M	17,647	−100	trim
377	Atlantic Union Bankshares Corp	$1.7M	17,384	0	no change
378	Squarepoint Ops LLC	$1.7M	17,350	−44	trim
379	Brookmont Capital Management	$1.7M	17,226	+698	add
380	Beacon Pointe Advisors, LLC	$1.6M	16,924	+3,348	add
381	AXQ CAPITAL, LP	$1.6M	16,848	+16,848	new
382	NOMURA HOLDINGS INC	$1.6M	16,460	+6,574	add
383	Steward Partners Investment Advisory, LLC	$1.6M	16,445	+3,002	add
384	Apriem Advisors	$1.6M	16,336	0	no change
385	Meeder Advisory Services, Inc.	$1.6M	16,294	+1,092	add
386	COLDSTREAM CAPITAL MANAGEMENT INC	$1.5M	15,899	+609	add
387	ELEVATION POINT WEALTH PARTNERS, LLC	$1.5M	15,767	−3,579	trim
388	Havemeyer Place LP	$1.5M	15,817	+15,817	new
389	MGO ONE SEVEN LLC	$1.5M	15,663	−197	trim
390	CENTRAL TRUST Co	$1.5M	15,651	−15	trim
391	SCP Investment, LP	$1.5M	15,600	+15,600	new
392	COOKSON PEIRCE & CO INC	$1.5M	15,578	+1,932	add
393	LGT Group Foundation	$1.5M	15,335	−1,719	trim
394	SWP FINANCIAL LLC	$1.5M	15,313	0	no change
395	TOUNJIAN ADVISORY PARTNERS, LLC	$1.5M	14,958	−620	trim
396	OFI INVEST ASSET MANAGEMENT	$1.4M	14,901	+6,304	add
397	Sowell Financial Services LLC	$1.4M	14,791	−94	trim
398	Richard Bernstein Advisors LLC	$1.4M	14,705	0	no change
399	Baird Financial Group, Inc.	$1.4M	14,597	+14,597	new
400	Patriot Financial Group Insurance Agency, LLC	$1.4M	14,594	+6,969	add
401	Allworth Financial LP	$1.4M	14,577	+2,166	add
402	Highview Capital Management LLC/DE/	$1.4M	14,517	+14,517	new
403	ALPS ADVISORS INC	$1.4M	14,447	+1,646	add
404	UMB Bank, n.a.	$1.4M	14,383	+55	add
405	DEFINED WEALTH MANAGEMENT, LLC	$1.4M	14,375	−2,449	trim
406	Covalis Capital LLP	$1.4M	14,349	−53,959	trim
407	Linscomb Wealth, Inc.	$1.4M	14,265	+14,265	new
408	Waverly Advisors, LLC	$1.4M	14,241	+4,797	add
409	Snowden Capital Advisors LLC	$1.4M	14,055	−50	trim
410	Ascent Group, LLC	$1.4M	13,996	−3,514	trim
411	Quadrature Capital Ltd	$1.4M	13,990	+13,990	new
412	DLK Investment Management, LLC	$1.3M	13,580	−50	trim
413	CLIFFORD SWAN INVESTMENT COUNSEL LLC	$1.3M	13,524	0	no change
414	Bleakley Financial Group, LLC	$1.3M	13,445	+658	add
415	Stratos Wealth Partners, LTD.	$1.3M	13,275	−630	trim
416	DRW Securities, LLC	$1.3M	12,883	+12,883	new
417	Ascentis Independent Advisors	$1.2M	12,859	+150	add
418	Krilogy Financial LLC	$1.2M	12,997	+2,852	add
419	Vontobel Holding Ltd.	$1.2M	12,716	+1,632	add
420	Lighthouse Investment Partners, LLC	$1.2M	12,674	+12,674	new
421	PRINCIPAL SECURITIES, INC.	$1.2M	12,285	+656	add
422	KORNITZER CAPITAL MANAGEMENT INC /KS	$1.2M	12,200	0	no change
423	Wealth Enhancement Trust Services, Inc.	$1.2M	12,166	−254	trim
424	TI-TRUST, INC	$1.2M	12,040	0	no change
425	QRG CAPITAL MANAGEMENT, INC.	$1.2M	11,942	−1,051	trim
426	MASTERINVEST Kapitalanlage GmbH	$1.1M	11,671	+682	add
427	SIGNATUREFD, LLC	$1.1M	11,449	+3,034	add
428	Applied Finance Capital Management, LLC	$1.1M	11,270	+894	add
429	Apollon Wealth Management, LLC	$1.1M	11,266	−212	trim
430	TEMA ETFS LLC	$1.1M	11,078	+56	add
431	FIDUCIARY TRUST CO	$1.1M	10,993	+10,993	new
432	Cooper Financial Group	$1.1M	10,891	+145	add
433	West Wealth Group, LLC	$1.1M	10,862	+947	add
434	NorthRock Partners, LLC	$1.0M	10,747	+3,329	add
435	Capital Group Investment Management Pte. Ltd.	$1.0M	10,665	−3,845	trim
436	IAMS WEALTH MANAGEMENT, LLC	$1.0M	10,645	+111	add
437	Savvy Advisors, Inc.	$1.0M	10,296	+3,432	add
438	LETSON INVESTMENT MANAGEMENT, INC.	$991K	10,200	0	no change
439	Van Hulzen Asset Management, LLC	$991K	10,196	−14	trim
440	AMI ASSET MANAGEMENT CORP	$979K	10,080	−64	trim
441	CHICAGO TRUST Co NA	$979K	10,077	−8	trim
442	Procyon Advisors, LLC	$969K	9,972	+463	add
443	OneDigital Investment Advisors LLC	$968K	9,964	−420	trim
444	EVENTIDE ASSET MANAGEMENT, LLC	$967K	10,014	+947	add
445	Forvis Mazars Wealth Advisors, LLC	$960K	9,875	+148	add
446	EntryPoint Capital, LLC	$954K	9,821	+9,821	new
447	Indivisible Partners	$952K	9,795	+3,051	add
448	Larson Financial Group LLC	$950K	9,779	−133	trim
449	Ipsen Advisor Group LLC	$942K	9,696	+178	add
450	Savant Capital, LLC	$930K	9,573	−326	trim
451	Westmount Partners, LLC	$918K	9,449	−421	trim
452	Envestnet Portfolio Solutions, Inc.	$913K	9,400	−6,964	trim
453	Independent Advisor Alliance	$911K	9,379	+426	add
454	Gradient Investments LLC	$907K	9,338	+17	add
455	Siemens Fonds Invest GmbH	$901K	9,271	+178	add
456	Smartleaf Asset Management LLC	$895K	9,266	+486	add
457	Hartford Funds Management Co LLC	$891K	9,164	+1,356	add
458	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$890K	9,154	+109	add
459	Private Advisor Group, LLC	$889K	9,151	−1,219	trim
460	Mendel Money Management	$882K	9,076	+545	add
461	MONETA GROUP INVESTMENT ADVISORS LLC	$879K	9,042	+192	add
462	REGIONS FINANCIAL CORP	$878K	9,037	−1,851	trim
463	QUADRANT CAPITAL GROUP LLC	$866K	8,916	−3,647	trim
464	Generali Investments, Management Co LLC	$866K	8,914	−2,957	trim
465	IEQ CAPITAL, LLC	$850K	8,746	+5,079	add
466	Quotient Wealth Partners, LLC	$844K	8,684	−20	trim
467	Claro Advisors Inc.	$833K	8,577	+45	add
468	SCOTIA CAPITAL INC.	$825K	8,491	−36,617	trim
469	GTS SECURITIES LLC	$822K	8,459	+2,384	add
470	Altshuler Shaham Ltd	$818K	8,414	+1,017	add
471	BAKER TILLY WEALTH MANAGEMENT, LLC	$812K	8,356	−15	trim
472	IMC-Chicago, LLC	$801K	8,244	+8,244	new
473	Compound Planning, Inc.	$798K	8,218	−121	trim
474	KLEIN PAVLIS & PEASLEY FINANCIAL, INC.	$793K	8,164	+365	add
475	Grove Bank & Trust	$791K	8,136	−393	trim
476	SALEM INVESTMENT COUNSELORS INC	$790K	8,080	0	no change
477	KESTRA PRIVATE WEALTH SERVICES, LLC	$785K	8,079	−547	trim
478	SHELTON WEALTH MANAGEMENT, LLC	$775K	7,979	+7,979	new
479	Ignite Planners, LLC	$771K	7,954	−208	trim
480	Advisor OS, LLC	$765K	7,872	+598	add
481	Chicago Partners Investment Group LLC	$765K	8,279	+1,841	add
482	Mesirow Financial Investment Management, Inc.	$765K	7,871	+23	add
483	Sompo Asset Management Co., Ltd.	$740K	7,620	−630	trim
484	Advisory Alpha, LLC	$732K	7,534	0	no change
485	Capital Investment Advisors, LLC	$730K	7,515	+64	add
486	AXXCESS WEALTH MANAGEMENT, LLC	$729K	7,505	−486	trim
487	Avantax Planning Partners, Inc.	$720K	7,407	0	no change
488	SHELTON CAPITAL MANAGEMENT	$711K	7,314	0	no change
489	WEST PACES ADVISORS INC.	$707K	7,272	−260	trim
490	POTOMAC FUND MANAGEMENT INC /ADV	$704K	7,246	+266	add
491	Vise Technologies, Inc.	$702K	7,952	0	no change
492	SAGESPRING WEALTH PARTNERS, LLC	$700K	7,199	+198	add
493	Octavia Wealth Advisors, LLC	$695K	7,111	−591	trim
494	Byrne Asset Management LLC	$690K	7,105	+85	add
495	Jacobi Capital Management LLC	$684K	7,041	+190	add
496	Frec Markets, Inc.	$679K	6,989	+4,060	add
497	World Investment Advisors	$674K	6,940	+206	add
498	Town & Country Bank & Trust CO dba First Bankers Trust CO	$672K	6,911	0	no change
499	Safeguard Investment Advisory Group, LLC	$671K	6,908	+50	add
500	Excelsior Advisor Network LLC	$658K	6,775	+6,775	new

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · SRE

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 1 Julie Johnson D–TX-32 $1K–$15K
Sellers: 1 Julie Johnson D–TX-32 $1K–$15K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $14.3M held
Trimming: 1 Soros Fund Management $10.5M held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SEMPRA

Merged timeline of congressional filings and notable-manager moves on SRE
Date	Who	Change	Size
2026-08-05	Julie Johnson Congress	Sale	$1K–$15K
2026-08-05	Julie Johnson Congress	Purchase	$1K–$15K
2026-05-15	Gotham Asset Management 13F	add	+121,040 sh
2026-05-15	Soros Fund Management 13F	trim	−287,949 sh
2026-05-14	Caxton Associates 13F	new	+3,612 sh

5 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

14 members of Congress disclosed SRE — the congressional view ↗